Shares & trading

Despite the share price falls that have engulfed shares in Barclays (LON:BARC) since this morning’s results announcement, it has now overtaken HSBC to become the most investible UK bank, according to Rob James, banking analyst at Old Mutual Global Investors.

The swirl of data driving the UK towards deflation in the coming months means that the prospect of an interest rate rise in the UK has receded yet further into the distance, and means that a number of sectors of the UK economy look particularly attractive right now, according to Mark Barnett, manager of the Invesco Perpetual Income and High Income funds.

The announcement this morning by Lloyds Banking Group (LON:LLOY) that it would, after much anticipation, pay a dividend for the last financial year, shows that management have ‘delivered on what they said they would do’, but the challenge for the bank is to grow from here, according to Rob James, banking analyst at Old Mutual Global Investors.

Investors who drove the RBS (LON:RBS) share price up 11 per cent over the past year are likely to have to wait until 2017 to see the banking giant pay a dividend, according to Rob James, banking analyst at Old Mutual Global Investors.

Following a period of months of examining the stock as the share price declined, Richard Buxton, manager of the £2 billion Old Mutual UK Alpha equity fund has revealed the reasons why he began investing in Tesco (LON:TSCO) shares.

Carl Stick, manager of the high-performing Rathbone Income fund, which moved past £1 billion in assets last week, has outlined the stocks and sectors he is focusing on to generate income in the current climate.

Nick Train, manager of the Finsbury Growth and Income trust (LON:FGT), which has returned 227 per cent over the past ten years, compared to 97 per cent for the average trust in the AIC UK Equity Income sector in the same period, has outlined the stocks which he is investing in to capitalise on the tumbling inflation rate, and the waves of quantitative easing being launched into the global economy by the European Central Bank (ECB) and the Bank of Japan.

Income investors who have alighted on HSBC (LON:HSBA) shares as a boring, but reliable, source of income, shouldn’t be overly concerned about the profit and share price falls this morning, asserted Rob James, banking analyst at Old Mutual Global Investors.

Adrian Frost, manager of the £7 billion Artemis Income fund has disclosed the reasons why he has been buying more shares in mining giant Rio Tinto during the past month, despite the precipitous recent falls in commodity prices.

Thomas Moore, manager of the £800 million Standard Life UK Equity Income fund, which has returned 73 per cent over the past three years, compared to 45 per cent for the average fund in the IA UK Equity Income sector over the same period, has revealed the stocks he has been buying for income in recent months.

Alastair Mundy, manager of the £946 million Temple Bar Investment trust, which yields 3.8 per cent and has returned 157 per cent over the past decade, compared to 93 per cent for the average fund in the AIC UK Equity Income sector in the same time period, has outlined the reasons why he has invested in unloved stocks Tesco and RBS, but shuns Unilever and Diageo.

Despite the uncertainties that bedevil the companies at present, investors should view Lloyds Banking Group and Tesco as strong longer-term investments, according to William Meadon, co-manager of the JP Morgan Claverhouse (LON:JCH) investment trust.

Shares in TV and communications company Sky (LON:SKY) are likely to move upwards in the coming months following the ‘encouraging’ results announced by the company this morning, according to Richard Hunter, head of equities at Hargreaves Lansdown.

Despite its attractions as a business, the current valuation attached to publishing company Reed Elsevier means that now is the time to sell, according to Hugh Yarrow, whose Evenlode Income fund is the third best UK Equity Income fund in its sector over the past year.

Nick Train, the high performing manager of the Finsbury Growth and Income trust (LON:FGT), has revealed that whilst he hasn’t bought a single new stock for his £550 million trust in the past three years, he did triple his exposure to one UK company in 2014.

Despite the recent turbulence associated with the stock price, UK retailer Debenhams (LON:DEB) represents a tremendous opportunity for UK investors at the present time, according to Chris White, head of UK equities at Premier Asset Management.

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